Seldon Capital LP disclosed a new position in ACM Research (ACMR), acquiring 193,242 shares valued at $7.56 million, representing 2.66% of its 13F AUM as of September 30, 2025. This investment signals a bullish outlook on the semiconductor equipment provider, which has demonstrated strong financial performance, including a 32% year-over-year sales increase in Q3 to $269.2 million and projected full-year revenue between $875 million and $925 million. ACM Research's stock has significantly outperformed the S&P 500, posting a 68.2% one-year total return and exhibiting rising diluted EPS, reinforcing its strong market position.
Seldon Capital LP initiated a new, substantial position in ACM Research (ACMR), acquiring 193,242 shares valued at $7.56 million, representing 2.66% of its 13F AUM as of September 30, 2025. This significant institutional allocation signals a strong bullish conviction in ACMR's future prospects within the semiconductor equipment sector. ACMR has demonstrated robust financial performance, with Q3 sales increasing 32% year-over-year to $269.2 million and full-year revenue guidance set between $875 million and $925 million. Diluted EPS also rose to $1.26 through Q3 2025, up from $1.07 in 2024, indicating strong profitability growth. The stock has reflected this strength, achieving a 68.2% one-year total return and outperforming the S&P 500 by 57 percentage points as of November 14, 2025. Seldon Capital's Q3 purchase was prescient, preceding a 52-week high of $45.12 in October, further validating the positive outlook for this advanced wafer processing equipment provider.
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